Eaton Vance Enhanced Equity Income Fund
EOI
69 hedge funds and large institutions have $126M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
1% more funds holding
Funds holding: 68 → 69 (+1)
0.19% less ownership
Funds ownership: 18.08% → 17.89% (-0.19%)
4% less capital invested
Capital invested by funds: $132M → $126M (-$5.83M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.28M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.45M |
| 3 |
Morgan Stanley
New York
|
+$1.12M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$417K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.86M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.84M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.65M |
| 4 |
LPL Financial
San Diego,
California
|
-$856K |
| 5 |
Cohen & Steers
New York
|
-$765K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | +$19 | +1 | New |
|
EOI Hedge Fund Activity: Q3 2021 in Review
69 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2021, worth a combined $126M — down 4.4% from $132M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOI positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.28M. The largest seller was Invesco, cutting an estimated $1.86M.
- 69 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2021, up from 68 in Q2 2021.
- Funds reported $126M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2021, down 4.4% quarter-over-quarter.
- 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2021 and 7 closed out, a net change of +3 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2021 was Raymond James & Associates, an estimated $2.28M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2021 was Invesco, an estimated $1.86M sold.
Based on aggregated 13F filings for Q3 2021.